BASF India Limited Q4 Results 2026 Preview: Date, Time, Expectations & Key Things To Watch

CompoundingAI Research Updated May 14, 2026 3 min read

BASF India operates a diversified chemical portfolio across segments like materials, nutrition, and agricultural solutions, navigating a challenging global pricing environment. Investors will be looking for updates on the company's margin trajectory, working capital management, and the progress of strategic projects like the Cellasto plant and the upcoming agricultural business demerger.

Quick Details

Results date	May 19, 2026
Quarter	Q4
Previous quarter revenue	Rs. 4,045 Cr
Previous quarter PAT	Rs. 144 Cr
Previous quarter EBITDA margin	N/A
Market cap	Rs. 16,852.85 Cr
CMP	Rs. 3,893.4

BASF India Limited Q4 Results Date and Time

The board meeting is scheduled for May 19, 2026, to consider standalone and consolidated audited financial results for FY2025-26 and recommend dividend (if any).

What to expect from BASF India Limited's Q4 FY26 results

In its most recently reported quarter, BASF India posted revenue of Rs. 4,045 Crore, PAT of Rs. 144 Crore, and an EBITDA margin of N/A%. Management has noted that while volumes rose 2% in the second quarter, overall pricing realization declined by 7%, with no immediate relief expected in the pricing environment into 2026. The company is actively focusing on portfolio optimization, specifically shifting the Nutrition & Care segment toward UV filters and personal care products, which saw volume growth of 8% and price increases of 4% in the first half of the year. Persistent headwinds include Chinese upstream chemical overcapacity and a significant increase in net working capital to Rs. 2,500 Crore, which management is aiming to address through disciplined inventory control.

Key Things To Watch

Performance vs Guidance Tracking: Management maintains a policy of not providing formal forecasts, focusing instead on operational discipline.

Working capital management — focus on reducing inventory days — ongoing
Cost control — optimizing asset utilization and inventory management — ongoing

Strategic execution and capex updates: Several key projects and divestitures are currently in progress to reshape the portfolio.

Coatings divestiture to Carlyle for Rs. 230.16 Crore — closing planned for Q2 FY2026
Agricultural Solutions demerger — on track for FY2026-27 completion
Cellasto plant at Dahej — commissioning expected H2 2026
Mangalore dispersions capacity expansion — startup expected by end of FY2027

Risks and headwinds to monitor: Management has highlighted several external pressures impacting current profitability.

Upstream chemical pricing — Chinese overcapacity weighing on margins with no relief expected into 2026
Working capital pressure — inventory days increased from 61 to 79 days in HY1
Agricultural segment — wet monsoon impacted spraying and product consumption

Frequently Asked Questions

When will BASF India announce Q4 FY 2025-2026 results?

BASF India will announce its results for the fourth quarter of FY 2025-2026 on May 19, 2026.

Will BASF India announce a dividend with these results?

The board meeting on May 19, 2026, includes an agenda item to consider and recommend a dividend if any.

What was BASF India's revenue in its previous quarter?

BASF India reported revenue of Rs. 4,045 Crore for the quarter ended September 2025.

When does BASF India expect the pricing environment for chemicals to improve?

Management has stated that the pricing environment has been depressed for the last couple of years and no immediate relief is expected into 2026.

What is the status of the Agricultural Solutions business demerger?

The demerger of the Agricultural Solutions business into BASF Agricultural Solutions India Limited is on track for completion in FY2026-27. Shareholders will receive shares in a one-to-one entitlement ratio.